Financial Advisory

Our interim and part-time management consultants understand that many companies do not realize the difference a top notch CFO or Controller makes until it is too late. Your company’s competitive edge and profitability depends, in large part, on the management of your financial operations. This is what we do best – our interim and temporary management consultants help you solve business problems so you can run your business more efficiently, profitably and successfully.

We offer both interim CFO/Controller and part-time CFO/Controller services.

Interim CFO/Controller

We will become your company’s interim CFO/Controller for an agreed upon period of time. We can even assist in recruiting a permanent replacement and plan and implement a smooth transition.

Our interim management consultants are hands-on executives who will quickly become integral members of the management team to address emergency or short-term needs, such as troubled company issues, resignation of key financial employees, or audit requirements for companies looking to go public.

Part-Time CFO/Controller

If your company does not need a full-time CFO/Controller, we can become your part-time CFO/Controller, working with your accounting team and the CEO on high level accounting, financial and strategic issues.

Our part-time CFO/Controller services are provided by hands-on financial executives who will come to your company’s offices periodically (on a weekly, monthly or quarterly basis), quickly become integral members of the management team and address strategic financial issues, review and analyze your monthly/quarterly financials and suggest improvements. They can also interact with your accountants, bankers and other service providers and enhance your senior management team.

Our Value Proposition

One stop shop for all capital, financial, operational and managerial requirements.

Experienced and professional team with proven track record.

Specialty not subject to sector or size.

No geographical boundaries.

Services can be provided on location.

Our financial and operational services can be enhanced by personal & business coaching, including laser, short, medium or long-term coaching. For more information please see our Executive Coaching page.